Estimates, Quotes, and Proposals

Pricing documents you send before the work begins — when to use which, and how to make them stick.

An estimate is a rough projection. A quote is a firm offer. A proposal is a sales document. Sending the wrong one — or formatting one like another — costs you money and credibility. The articles below walk through where each fits, how the legal weight of a quote differs from an estimate, what a customer expects to see on each, and how to set them up so a signed quote can flow straight into an invoice without re-keying anything.